Mike Kozak
Mike Kozak is a metals and mining analyst at Cantor Fitzgerald. Prior to that he was an analyst at Cormark Securities. He has also served as a mining engineer at Barrick Gold and several other mining companies.
Recent Articles
US Puts Antimony Asset in Idaho on Priority List 04/23/2025
This bodes well for Perpetua Resources Corp. (PPTA:TSX.V; PPTA;NASDAQ) having already received the final Record of Decision and potentially getting financed through the Export-Import Bank of the United States. Read on to learn why analysts like this junior miner.
New Trump Order Could Help Antimony-Gold Co. 03/25/2025
The directive requires specific tasks be done to facilitate greater U.S. production of critical minerals, noted a Cantor Fitzgerald report.
Co.'s $100M Financing Draws Strategic Partner 02/28/2025
This is "highly encouraging" given this Canadian mining firm seeks a joint venture partner on its feasibility-stage project, noted a Cantor Fitzgerald report.
US Approves Co.'s Plan For Antimony Mine in Idaho 01/13/2025
This comes in the form of a Final Record of Decision from the U.S. Forest Service after eight years of work put toward this crucial derisking event, noted a Cantor Fitzgerald report.
Antimony Co. Making Progress on Partnerships 12/12/2024
Perpetua Resources Corp. (PPTA:TSX; PPTA:NASDAQ) is reportedly lining up domestic partners, according to a Cantor Fitzgerald research note.
Gold Co.'s Focus Remains on Finding a Partner, Analyst Says 11/26/2024
Cantor Fitzgerald hosts Seabridge Gold Inc. (SEA:TSX; SA:NYSE.MKT) for a one-day institutional marketing non-deal roadshow in New York. The company says its focus remains on finding a JV partner for its massive KSM project in British Columbia.
Critical Milestone Achieved for US Antimony Mine 09/10/2024
With the U.S. Forest Service's authorization of the mine plan for this "highly strategic asset," the federal permitting process for the project could be done by year-end, noted a Cantor Fitzgerald report.
Gold Co. Achieves Major Project Derisking Milestone 07/29/2024
Now the explorer is ready to "secure a large-cap joint venture partner on attractive terms," noted a Cantor Fitzgerald report.
Co. Behind Idaho Au-Sb Asset Awarded US$34.6M by DOD 02/16/2024
This capital should fully fund the project through federal permitting, noted a Cantor Fitzgerald report.
New Conception of Gold Project More Profitable 01/19/2024
A new prefeasibility study proposes an operation that is smaller but with better economics than the one outlined in 2012, noted a Cantor Fitzgerald report.
Dates of Permitting Idaho Mine Pushed Back 01/05/2024
The delay by the U.S. Forest Service is minor, but the mining company will likely have to secure additional funds to see the process to completion, noted a Cantor Fitzgerald report.
Gold Co. Identifies Porphyry Target at Project in B.C. 12/15/2023
Early drill data show the presence of gold mineralization at this explorer's second asset, noted a Cantor Fitzgerald research report.
Recent Quotes
"It is highly encouraging to see strategic investor interest in SEA."
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Mike Kozak, Cantor Fitzgerald
(2/20/25)
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"PPTA's [recent] financial update is an important derisking event."
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Mike Kozak, Cantor Fitzgerald
(2/14/25)
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"The ROD is the most important derisking milestone in PPTA's history."
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Mike Kozak, Cantor Fitzgerald
(1/6/25)
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"PPTA potentially created an all-American antimony supply chain."
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Mike Kozak, Cantor Fitzgerald
(12/9/24)
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"SEA expects to complete a JV partnership on KSM in the near term."
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Mike Kozak, Cantor Fitzgerald
(11/21/24)
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"The USFS will be issuing a DROD authorizing PPTA's Stibnite project."
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Mike Kozak, Cantor Fitzgerald
(9/5/24)
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"PPTA's Stibnite project is the largest antimony reserve in the U.S."
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Mike Kozak, Cantor Fitzgerald
(8/22/24)
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"SEA received the 'substantially started' designation for KSM."
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Mike Kozak, Cantor Fitzgerald
(7/26/24)
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"SEA is actively looking for a large-tier miner to partner with KSM."
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Mike Kozak, Cantor Fitzgerald
(6/13/24)
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"SEA offers among the highest torque to underlying gold prices."
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Mike Kozak, Cantor Fitzgerald
(4/29/24)
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"PPTA is in an enviable position among gold developers."
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Mike Kozak, Cantor Fitzgerald
(4/25/24)
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"PPTA sold a royalty on all future silver production from Stibnite."
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Mike Kozak, Cantor Fitzgerald
(3/22/24)
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"PPTA's Stibnite is now fully funded through federal permitting."
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Mike Kozak, Cantor Fitzgerald
(2/12/24)
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"SEA updated the MREs at the Kerr and Iron Cap deposits at KSM."
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Mike Kozak, Cantor Fitzgerald
(2/5/24)
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"The PFS on SEA's Courageous Lake returned a $523M NPV5% and 21% IRR."
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Mike Kozak, Cantor Fitzgerald
(1/16/24)
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"PPTA appointed Andrew Cole to its board of directors."
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Mike Kozak, Cantor Fitzgerald
(1/2/24)
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"SEA discovered a new porphyry target at Snip North, part of Iskut."
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Mike Kozak, Cantor Fitzgerald
(12/14/23)
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"PPTA is guiding to the FEIS and DROD at Stibnite in December 2023."
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Mike Kozak, Cantor Fitzgerald
(8/21/23)
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